Fiduciary Alliance LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 50.9% in the first quarter, HoldingsChannel.com reports. The firm owned 42,396 shares of the company’s stock after purchasing an additional 14,308 shares during the quarter. Fiduciary Alliance LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $2,369,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Gradient Investments LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $42,663,000. CGC Financial Services LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $28,292,000. Peterson Wealth Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $14,662,000. Per Stirling Capital Management LLC. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $8,507,000. Finally, Patten & Patten Inc. TN purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $4,438,000.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.0 %
NYSEARCA:HELO traded down $0.02 during trading hours on Friday, reaching $58.56. 131,168 shares of the company were exchanged, compared to its average volume of 145,667. The stock’s 50-day moving average is $57.02 and its 200-day moving average is $55.29. The firm has a market cap of $634.20 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $48.71 and a twelve month high of $58.91.
JPMorgan Hedged Equity Laddered Overlay ETF Company Profile
The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential.
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Want to see what other hedge funds are holding HELO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report).
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